Offer CRM system to your clients

Let your clients collect information about their business like: clients, sales, events, assets, contracts and more

Check demo Get started
Clients management platform

Core values

Manage from excel

Like Excel

The system was designed to be a next step after using Excel. Your clients simply build a list with information they need

25 modules

25 modules

It‘s just a list until you want it to be something more. The system is equiped with 25 additional modules that cover that

Designed for sharing

Designed to share

Your clients easily share the information with your partners and employees. They can easily build a list together.

Sales automation

Sales Automation

If your client needs a system that will automatically create an invoice, send reminders to customers

Core features

Workspace builder

Workspace builder

Users can build their own lists in their own workspaces.

Easy import

Easy import/export

System allows to easily export and import data to a traditional excel/csv file which is very helpful for new comers

Reminders

Reminding

The system helps clients to avoid missing important events. Your client can set the dates on tasks, assets, contracts, calendars

Integrations

Integrations

Allow your client to integrate the system with their existing software. Import data from Excel, add Google Calendar

Designed for business. Especially for

Sales people
Sales people
Designed for e-commerce
E-commerce
Designed for lawyers
Lawyers
Designed for realtors
Realtors
Desigmed for accountants
Accountants
Designed for agencies
Agencies

Example of system usages: Sales module

How client management works

Documentation

If you need some information about system functions and options you can find them here

Click here

Provisioning API

if you want to check how you can integrate the system with yours, check this out

Click here

Integrations and apps

Systems comes with a large number of integrations and applications. Some examples:

Android app
Platform API

Fully maintained

You don't need to worry about maintaining your White Label instance.
We can do almost everything for you.

Updates

Updates

We will update your WL platform constantly with the latest bugfixes.

Upgrades

Upgrades

You will get all the constant upgrades. We're improving our platforms daily

Support

Support

You will have access to our WL support center by email, phone, chat.